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Finance | Project Operations, Human Resources, ...
Answered

Security Privilege - Access level property

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Posted on by 204

Hi
I have to create 2 security privilege one is Admin and one is viewer. 

For viewer - I'm adding the menu items to entry points and selecting access level property as view. 
For admin - I'm adding the menu items to entry points, user should be able to, create, edit, delete in this role. What is the access level property to be used? should i select "Delete" ?

I have the same question (0)
  • Suggested answer
    GirishS Profile Picture
    27,827 Moderator on at

    Hi RSX,

    You need to set the access level as Delete. Delete access will have whole level of access.

    Thanks,

    Girish S.

  • RSX Profile Picture
    204 on at

    Thanks, The access level given is READ, but the buttons given in action tab is accessible, how to disable that.

    pastedimage1680176036743v1.png

  • Verified answer
    GirishS Profile Picture
    27,827 Moderator on at

    I think you cannot disable that button, but you can hide that.

    You can set the Needed permission property of that control to manual and add that control to security privilege.

    Refer to the below blog.

    https://www.cloudfronts.com/blog/d365-enterprise/d365-finance-operations/set-form-control-access-via-security-role-in-d365-finance/

    Thanks,

    Girish S.

  • RSX Profile Picture
    204 on at

    Thank you Girish, as mentioned in the blog, i selected the form's button property needed permission as 'manual' and in security privilege under that menu item selected the control and selected that button and gave read access and it is hidden now.

    One last question: I have added menuitems in the privileges which is used in 2 different menu's also. Hence when I assign that role, it is showing those menu's which contains the added menuitems. But I do not want all the menu's to display. Can we hide the Menu's using the privileges?? 
    For example: i need only integrated pharmaceutical management to be displayed. 
    But other menus are also being displayed, which contains the menu items that i have added. 

    pastedimage1680179078174v1.png

  • Suggested answer
    GirishS Profile Picture
    27,827 Moderator on at

    Thats the problem when we use same menu items in multiple menus. We cannot restrict that. There is no security or other options to hide.

    We also faced similar issue and we end up showing the module.

    Thanks,

    Girish S.

  • GirishS Profile Picture
    27,827 Moderator on at

    One option will be creating separate menu item for the menus. One menu item added to the "Integrated pharmaceutical management" and other menu items to the "Integrated quality" module.

    You can add the respective menu item to the security role since its a custom module. This way you can hide that particular module.

    Thanks,

    Girish S.

  • RSX Profile Picture
    204 on at

    Thank you, Girish. That answers my question.

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